CRM For WHMCS

CRM For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v7.5

ModulesGarden WHMCS Logo

ModulesGarden CRM For WHMCS is a revelatory module created for complex customer relationship management including the leads, potentials and any other contact type you wish to create as well as the follow-ups. With its help, all contact details of prospective clients will be organized in a transparent list directly in your system. Along with that, you will be able to add new contacts, convert their status at any time or even create accounts for them without the need to leave the addon page. Of no less substance is the fact that you will be given the possibility to set up your own labels and assign to them clients on the Kanban board through the convenient drag & drop functionality. What is more, you may gather contacts' details by generating and locating customized web forms on your external web sites to obtain data as easily and quickly as possible.

Furthermore, the module includes a wide spectrum of advanced features to facilitate your business management. You will be allowed to define permissions for each administrator role, send automated emails, issue announcements, add notes, create campaigns, generate quotes as well as view logs and other details of your tasks. Another component worth mentioning is the capability to manage automation groups and construct rules in order to automatically create follow-ups, send notifications, and add reminders. There is even an option to add custom fields for your contacts in order to gather every required information in one place as well as possibility to access complete conversation history directly from the contact view. All the data can be imported/exported so you will be enabled to migrate them between WHMCS systems or simply make a backup whenever you need to. No less convenient is the ability to turn on the standalone mode which renders the addon page outside WHMCS or toggle full screen for particular widgets.

In addition, you will be able to overview and analyze assembled information thanks to the graphic presentation on the dashboard. Alongside the statistical graphs and tables, there will be a calendar showing the schedule of foreseen follow-ups. Should you prefer to handle the follow-ups using WHMCS or Google calendar, it will be also possible thanks to the built-in integration.

What makes the module even more unique is the possibility to combine it with our other products. You can expand its efficiency with the help of Asterisk VoIP Center For WHMCS which will let you originate calls between any destination number directly in the addon. Your administrators will be able to receive SMS reminders upon integration with SMS Center For WHMCS. Finally, Quotes Automation For WHMCS will increase quotes functionalities.

Discover the new definition of customer relationship management with CRM For WHMCS. Order the module today and unlock endless possibilities to enhance your business connections!

Addon Module Features:

  • Create Contacts:
    • Leads
    • Potentials
    • Custom Types
  • Convert Contact Types
  • Send Mass Email & SMS To:
    • All Clients
    • Chosen Client Groups
    • Contacts From Chosen Campaigns
  • Restrict Access To Contact Types
  • Assign Client Account To Contact
  • Assign Administrator To Contact
  • Assign Ticket To Contact
  • Quickly Edit Contact Details
  • Add And Manage Contact's Follow-ups
  • Add And Manage Contact's Notes
  • View, Create And Synchronize Quotes For Contact
  • View Contact Tickets
  • View Contact Orders
  • Send Email From Template Or Custom Message - Include Files And Quote
  • Send And Receive Emails Using Custom Mailboxes
  • Send Ticket Response
  • View Email And SMS Messages In Conversation Log
  • Upload And Manage Files From Contact Profile
  • Add And Assign Labels To Contacts
  • Manage Customer Relationship Stages On Kanban Board
  • View Announcements For Administrators
  • View Logs Concerning Contact
  • View Dashboard Containing Incoming Follow-ups
  • View Calendar With All Reminders Sorted By Type
  • View CRM Statistics And Graphs Concerning Contacts
  • Import Contacts In Chosen File Formats: CSV, XSL, XSLX and ODS
  • Export Contacts In Chosen File Formats: CSV, XSL, XSLX, ODS and PDF
  • Perform Bulk Actions On Multiple Contacts
  • Remove Contact:
    • Move Contact To Archive Where It Can Be Restored From
    • Delete Contact From CRM Database Completely

Follow-Up Features:

  • 3 Types Of Notifications: Now, On Follow-up Date, Before Follow-up Date - Both For Administrators And Clients
  • Administrator To Notify - Defines Included Administrators Per Notification Type
  • Notify Administrator And Clients via Email And SMS
  • Notify Administrator via Pop-up Alarm
  • Follow-up Type - Easier Determination Of Follow-up Purpose
  • Use Email Template Or Place Custom Message
  • Synchronize Follow-ups With:
    • Google Calendar
    • WHMCS Calendar

Campaign Features:

  • Create Campaign
  • Define Campaign Duration Time
  • Assign Contacts To Campaign Using Filters
  • Manually Assign Campaign To Contact
  • Display Dashboard Per Campaign
  • Display Campaign Description In Assigned Contact Profile

Web Form:

  • Create Web Form
  • Allow Your Site Guests To Create New Contacts Via Web Form
  • Define Details Of Web Form Created Contact:
    • Contact Type
    • Contact Status
    • Assigned Admin
  • Assign Fields To Web Form
  • Get Generated Web Form To Be Placed On Your Site
  • View Number Of Contacts Created From Each Web Form
  • Notify Administrators About New Contact Creations

Addon Settings Features:

  • View Module Status - Contains Status Of CRM Key Elements
  • Define Whether To Use Quotes And Administrator Assignment
  • Define Follow-up Types And Default Notifications On Follow-up Reschedule
  • Define Temporary And Permanent Notifications For Administrators
  • Define If Notification Needs To Be Acknowledged By Administrators
  • Automatically Add Follow-Ups And Reminders Based On The Set Conditions
  • Configure Incoming And Outgoing Mailbox Settings
  • Manage Custom Fields:
    • Create Fields Groups
    • Create Custom Fields - Text, Textarea, Checkbox, Radio And Select
    • Add Description To Custom Field
    • Add Validators To Custom Fields
    • Define WHMCS - CRM Fields Mapping - Automatically Fill Out Form With Appropriate Values
  • Define Custom Contact Types:
    • Define Contact Type Color And Icon
    • Define Contact Type Visibility On Navigation
  • Configure Default View Of Contact Lists - Visibility And Order In Columns
  • Define First Day Of Week In Calendar
  • Define Permissions Per Administrator Role Group
  • Define Personal Settings:
    • Define Avatar
    • Define Default Email Address
    • Define Visible Fields And Their Order For Contacts And Dashboard
  • Create CRM Email Templates
  • View Information About CRM Cron

Admin Area Features:

  • WHMCS Support Tickets System - Create Contact, View Their Details And Move To CRM Contact Profile
  • WHMCS Quotes - Quotes Created From CRM Profile Are Assigned To Contact Automatically

General Info:

  • Meets GDPR Requirements
  • Integrated With Asterisk VoIP Center For WHMCS - Call Your Clients At Any Time
  • Integrated With Quotes Automation For WHMCS - Extend Your Quotes Possibilities
  • Integrated With SMS Center For WHMCS - Send Reminders & Mass Messages via SMS
  • Connect With CRM Using Its API
  • Migration Tool - Migrate Contacts And Settings From CRM For WHMCS 1.2.4
  • Toggle Standalone Mode - Display CRM Outside WHMCS
  • Display Any Page Or Panel In Full Screen Mode
  • Multi-Language Support
  • Supports PHP 5.6 Up To PHP 7.2
  • Supports WHMCS V7

 

Reviews

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Mark My Words @MMWM

May 24, 2018 at 11:33:50 AM

We are switching to modulesgarden crm from agile crm mainly due to the full integration with whmcs and the sync between all the details of a lead/customer. Now our sales, support, and billing teams can all see the big picture as well as the specific details they need to provide excellent service. This switch will also end up saving us nearly $1000 per year.

  • 3 weeks ago
  • Version Number 2.4.4

Francisco Ruiz @PacoRuizL

April 11, 2018 at 03:02:42 PM

It is amazing to have a CRM conected to your WHMCS. We used to work with another solutions to follow up our sales opportunities and it was a headeach to keep track and update information between WHMCS and the CRM.

Now with this module everything goes very easy and we have sold more since we use it

  • 2 months ago
  • Version Number 2.4.4

Igor Kaczor @igor_ca

April 11, 2018 at 02:30:09 PM

great product! We were able to easily customise and adjust it to our style of work with clients and WHMCS. Quick and in depth responses from Modules Garden's support helped a lot too.

  • 2 months ago
  • Version Number 2.4.4

Aaron Belsham @AaronB

April 6, 2018 at 02:49:53 AM

Had an initial issue with database table collations, but upon contacting support these were resolved very professionally and quickly! Very happy with the module, the functionality is solid, and having the peace of mind of a good support service has made this an easy product to recommend to other users.

  • 2 months ago
  • Version Number 2.4.4

Teeuwis Hillebrand @Nuntius

March 26, 2018 at 03:33:07 PM

Using CRM for WHMCS now and since WHMCS is my central hub for all client related communications, this is the best tool in the best place for my organisation.

  • 2 months ago
  • Version Number 2.4.3

Tyson Buck @tyson5271

September 29, 2017 at 11:17:55 PM

Used Zendesk before this and I find the CRM module from ModulesGarden much more useful and after set up much more user friendly. Plus I’m saving about $1,500 a year without having to use Zendesk. Awesome job guys!

  • 8 months ago
  • Version Number 2.4.1

Mr Roger @mrroger

January 10, 2017 at 01:20:47 AM

inbuild crm into whmcs, great product, able to hook into other modules from modulesGarden.

  • 1 year ago
  • Version Number 2.3.8

Version Compatibility


Compatible with WHMCS v7.5

Full Version Compatibility


  • All versions of WHMCS v7.5
  • All versions of WHMCS v7.4
  • Selected versions of WHMCS v7.3
        7.3.0
  • All versions of WHMCS v7.2
  • All versions of WHMCS v7.1
  • All versions of WHMCS v7.0

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By ModulesGarden

Changelog

v2.5.0 Released June 13th, 2018

Latest Version


  • New Feature: Automations - add reminders and follow-ups based on the set rules
  • New Feature: Board - manage the current stage of business relationships with your contacts using the Kanban method
  • New Feature: Mass actions for contact management
  • New Feature: Configure an incoming mailbox for imported email messages from contacts and view them directly in the conversation log
  • New Feature: Assign labels of different colors to contacts to facilitate their later identification
  • Improvement: Field descriptions are now also displayed as tooltips in web forms
  • Improvement: Use the rich-text editor for sending email messages to contacts
  • Improvement: Set the first day of the week in calendar
  • Improvement: Added information about maximum size of files that can be uploaded
  • Improvement: Improved text wrapping for long contact names
  • Improvement: Added currency in the column with total amount in 'Orders' and 'Quotes' tabs of a contact
  • Improvement: You can now use the search box to preview the dashboard, calendar and statistics per selected admin
  • Improvement: The window with available fields for the import/export features is now expanded by default
  • Improvement: When the PHP Zip library is missing on the server for the .XLSX and .ODS formats export, an appropriate warning will be displayed
  • Changed: Full contact name is now split into two fields: first name and last name
  • Bug Fix: Contacts moved to archive can no longer be managed and used for reminders or follow-ups
  • Bug Fix: Calendar now properly refreshes after follow-up rescheduling
  • Bug Fix: Contacts are now correctly filtered by their priority on the dashboard
  • Bug Fix: Resolved issue with invalid encoding of special characters like '&' in the field with company name of a contact
  • Bug Fix: Removed contact types are no longer shown in the 'Permissions' section
  • Bug Fix: Corrected rounding of percentages in the pie chart which could have led to the sum of 101%
  • Bug Fix: Reminders removed in the follow-up edition should now disappear from the list immediately
  • Bug Fix: Solved problem with invalid encoding of some special characters in notification emails
  • Bug Fix: Blocked possibility to create multiple contacts with the same email address through the web form
  • Bug Fix: Resolved issue with administrator notifications for contacts added through the web form
  • Bug Fix: Corrected data saving of multiple fields at once
  • Bug Fix: Assorted code, UI and language corrections

 

Previous Versions


v2.4.6 Released May 18th, 2018

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  • New Feature: Delete a contact from the CRM database completely (GDPR requirement)
  • Bug Fix: Resolved issue which might have caused invalid characters encoding in email massages - case #394

 

v2.4.5 Released April 17th, 2018

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  • Bug Fix: Resolved issues related to hooks occurring in the encoded module's version installed on WHMCS V7.5

 

v2.4.4 Released April 5th, 2018

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  • New Feature: WHMCS V7.5 support
  • New Feature: PHP 7.1 and 7.2 support

 

v2.4.3 Released February 16th, 2018

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  • Bug Fix: Corrected Google Calendar URL
  • Bug Fix: Resolved issues with sending emails when Secure SSL is disabled
  • Bug Fix: Fixed invalid SQL query for searching follow-ups that caused the 'Integrity constraint violation: 1052 Column' type_id' in where clause is ambiguous' error

 

v2.4.2 Released January 18th, 2018

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  • Improvement: Optimized CRM integration on tickets view
  • Bug Fix: Solved problems that might have caused WHMCS sessions not to load in CRM
  • Bug Fix: Eliminated compatibility issues with Domain Orders Extended For WHMCS by removing the php-ref function

 

v2.4.1 Released September 8th, 2017

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  • New Feature: Select a default email address for the administrator in their personal settings
  • Improvement: Social media addresses in the contact summary are now hyperlinks
  • Improvement: Language of permission options is now editable in a language file
  • Improvement: Adjustments of bullet points in a pop-up with contact details appearing in tickets
  • Bug Fix: Corrected functionality of web form addresses in case WHMCS uses HTTPS
  • Bug Fix: Fixed sorting of elements in contact details
  • Bug Fix: Resolved problem with undefined events in the last activity log
  • Bug Fix: Fixed missing hour picker for rescheduling follow-ups
  • Bug Fix: Corrected sorting of today's reminders according to the time (from the earliest to the latest)
  • Bug Fix: Regulated permissions to solve problems with unauthorized access to particular areas through the custom URL
  • Bug Fix: Various fixes to the process of contact creation from the ticket view
  • Bug Fix: Removing follow-up types is now executed properly
  • Bug Fix: Solved issue with the display of fields of a select type for filtering contacts on the module dashboard
  • Bug Fix: Minor UI and code alterations

 

v2.4.0 Released July 12th, 2017

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  • New Feature: Google Calendar integration and synchronization
  • New Feature: WHMCS Calendar integration and synchronization
  • New Feature: Alarms - receive pop-up notifications to inform about coming follow-ups
  • New Feature: Select administrators who shall receive email notification when a new contact is submitted from a web form
  • New Feature: Restrict access to particular contact types based on the admin role groups
  • New Feature: Add and assign custom mailboxes to administrators who shall use them as default for sending emails to contacts
  • New Feature: 'Country' field with the option to set mapping for it
  • New Feature: Send SMS messages directly from contact summary
  • New Feature: Access client's tickets directly from contact tab
  • New Feature: Search clients by company when selecting a client to be assigned to a new contact
  • New Feature: View company name stored in client's WHMCS profile in contact's 'Main Details' section
  • New Feature: Send SMS notifications before and on the due date of follow-ups for contacts
  • Improvement: Show all contact types at once on the dashboard
  • Improvement: Days of the week and months on the calendar are now translatable in the language file
  • Improvement: Contacts are now by default sorted by ID
  • Improvement: Colors used in the calendar's week view are now more transparent
  • Improvement: Database charset compatibility
  • Improvement: Phone format validation
  • Improvement: Interval validation for starting and ending dates of campaigns
  • Improvement: Minor UI and language refinements
  • Removed: Year from the footer
  • Bug Fix: Corrected a cut table when exporting contact list to PDF
  • Bug Fix: Solved problem with updating previously altered campaign changes
  • Bug Fix: 'Follow-ups Per Day' option will now display date without hour correctly
  • Bug Fix: Administrators without access to assigned contacts will no longer see them in activity logs
  • Bug Fix: Solved problem preventing a new follow-up to be created due to the lack of CRM email templates
  • Bug Fix: Resolved issue leading to labels being cut off on contact graphs
  • Bug Fix: Display module invalid license information properly
  • Bug Fix: Minor code adjustments and cleanups

 

v2.3.13 Released April 13th, 2017

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  • Bug Fix: Resolved problem with 'Convert' button for switching statuses of leads and potentials

 

v2.3.12 Released March 28th, 2017

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  • Bug Fix: Solved compatibility issue with SMS Center For WHMCS preventing SMS notifications from being sent
  • Bug Fix: Allow to choose only one option for checkbox field type in Web Forms settings
  • Bug Fix: Resolved compatibility problem occurring when module is used on Windows Server

 

v2.3.11 Released March 6th, 2017

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  • Improvement: Added notes formatting support for line breaks
  • Bug Fix: Corrected issue with loading language phrases on the Web Forms settings while using Chrome browser

 

v2.3.10 Released February 14th, 2017

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  • Bug Fix: Corrected process of passing Web Form custom fields to module
  • Bug Fix: Displaying proper status of integration with other modules

 

v2.3.9 Released January 5th, 2017

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  • Improvement: Enhanced compatibility with Windows servers

 

v2.3.8 Released December 6th, 2016

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  • Bug Fix: Assign admin to a contact created with a web form
  • Bug Fix: Corrected process of sending notifications of 'Before Follow-up Date' type
  • Bug Fix: Display campaigns as a viable group of mass messages recipients

 

v2.3.7 Released November 28th, 2016

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  • Bug Fix: Resolved conflicts with custom modules

 

v2.3.6 Released November 15th, 2016

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  • Improvement: Quote integration - fill in the fields only if they are empty

 

v2.3.5 Released October 18th, 2016

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  • New Feature: WHMCS V7 support
  • New Feature: PHP 7 support
  • Bug Fix: Minor code refinements

 

v2.3.4 Released September 30th, 2016

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  • Bug Fix: Display contact's custom fields of checkbox type correctly
  • Bug Fix: CRM API - resolved issue about 'contacts/get' request

 

v2.3.3 Released September 27th, 2016

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  • Bug Fix: Send ticket response - resolve HTTP 404 error

 

v2.3.2 Released August 23rd, 2016

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  • Improvement: Core optimization enhancing loading speed

 

v2.3.1 Released August 8th, 2016

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  • Bug Fix: Display statistics for all administrators
  • Bug Fix: Display multiple items in CRM statistics
  • Bug Fix: Block CRM storage directory from direct access

 

v2.3.0 Released June 23rd, 2016

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  • New Feature: Web forms - gather contacts straight from your customers
  • New Feature: Easy to use web form generator
  • Improvement: Enhanced user interface
  • Bug Fix: Display select type field filter on the 'Dashboard' page

 

v2.2.4 Released May 12th, 2016

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  • Bug Fix: Copy data from ticket when creating new contract
  • Bug Fix: Display mass messages configuration
  • Bug Fix: Add contact from ticket - support for 'action=viewticket' view

 

v2.2.3 Released May 9th, 2016

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  • Improvement: Added .htaccess file example
  • Bug Fix: Send emails with HTML code in global header and footer

 

v2.2.2 Released April 20th, 2016

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  • Bug Fix: Assign quote to client
  • Bug Fix: Import contact of any type
  • Bug Fix: Assign ticket to contact if it was created from that ticket
  • Bug Fix: Support custom admin area URL
  • Bug Fix: Minor tweaks

 

v2.2.1 Released January 12th, 2016

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  • Restored Feature: Synchronize quotes

 

See also

MSG91 SMS/OTP Plugin

MSG91 WHMCS SMS plugin gives you the power and flexibility to stay connected with your customers by sending them an SMS and OTP's for 2FA at the crucial steps that matters the most.

Free
MailChannels

Protect your customers against IP blacklisting, outbound spam and malware infection.

Free
Email Plus+

Transactional email support for Sendgrid, Mailgun, Postmark, Sendinblue, Mailjet, Sparkpost and Mandrill

Commercial
SMS Manager

More Advanced SMS System (Two-Factor Authentication

Commercial
SMS Center For WHMCS

Send text messages to clients and staff members plus enable two-factor authentication.

Commercial